How an AI sales agent turns a customer request into a quote
A customer sends a spreadsheet listing the products they need. Preparing the quote means matching those descriptions to catalogue items, checking quantities and applying the relevant commercial terms. An incomplete description or an unclear packaging unit can change the result.
Ellory, Agentiqal’s AI sales agent, prepares a working quote and highlights what needs clarification. Your team reviews the products, terms and document before sending it.
The example below is a demonstration using fictional data.
Keep the request beside the matched products
The interactive quote preparation example contains three line items. The customer’s wording stays visible beside the matched product or the question that needs an answer.
| Requested item | Requested quantity | What the working quote shows |
|---|---|---|
| White A4 paper | 20 reams | A4 paper, 80 gsm |
| Blue folders | 10, packaging unspecified | A choice between units and boxes |
| P240 toner | 2 units | Nova C240, with the model checked against the example’s data sheet |
The person reviewing the quote can trace each proposed item back to the request. If a description is ambiguous, the question remains visible.
Clarify packaging before the final calculation
“10 folders” could mean 10 individual folders or 10 boxes containing 10 each. The first option gives you 10 folders; the second gives you 100. Choosing the packaging changes both the quantity and the line value.
You can select both options in the demonstration and see the difference. The clarification stays beside the original wording, so you can check how the quoted quantity was determined. This is a useful detail to resolve before sending the document to the customer.
Apply commercial terms and check approvals
Quote preparation includes the customer’s terms and the limits set by your company. A discount requested during negotiation may require an additional approval.
The discount negotiation example compares discounts of 5%, 8% and 10%. Its demonstration rule requires approval above 8%. Selecting 10% prepares an approval request and leaves the quote unsent. Options within the limit also require review and confirmation before sending. Each company sets its own threshold and approvers.
Revise a quote while retaining the original
For a quote that has already been sent, the revision example retains the original and shows the changes separately. You can add 10 folders or remove the toner, then compare the documents.
The accompanying message is prepared as a draft. The person responsible reviews both the changes and the message before sending them.
Configure the workflow for your team
Configuration starts with the products, documents and systems the agent can access. Together with the Agentiqal team, you define the commercial rules, the information that needs clarification and the actions that require confirmation or approval.
Your team can follow the request, working quote and open questions in the same context. Time freed from preparing documents can go towards understanding the customer’s needs and negotiating the right offer.
Explore the AI sales agent for quote preparation or talk to our team about your quoting workflow.